Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFLI TIPS ETF
-
Number of holders
-
238
-
Total 13F shares, excl. options
-
35M
-
Shares change
-
-2.42M
-
Total reported value, excl. options
-
$896M
-
Value change
-
-$61.1M
-
Put/Call ratio
-
42.2
-
Number of buys
-
83
-
Number of sells
-
-136
-
Price
-
$25.57
Significant Holders of SPDR SERIES TRUST - PORTFLI TIPS ETF (SPIP) as of Q4 2023
282 filings reported holding SPIP - SPDR SERIES TRUST - PORTFLI TIPS ETF as of Q4 2023.
SPDR SERIES TRUST - PORTFLI TIPS ETF (SPIP) has 238 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35M shares
.
Largest 10 shareholders include LINCOLN NATIONAL CORP (8.09M shares), Charles Schwab Investment Advisory, Inc. (3.67M shares), STATE STREET CORP (1.93M shares), LPL Financial LLC (1.81M shares), BANK OF AMERICA CORP /DE/ (1.56M shares), Pure Financial Advisors, LLC (1.2M shares), Cerity Partners LLC (1.11M shares), GREAT VALLEY ADVISOR GROUP, INC. (919K shares), Stadion Money Management, LLC (874K shares), and MORGAN STANLEY (749K shares).
This table shows the top 238 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.